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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,664 | $108,911-80.1% | $100,392-78.4% | $145,884-85.1% |
| Participation rate | 42.9% | 83.0%-40.1pp | 81.5%-38.6pp | 80.3%-37.4pp |
| Annual return | 9.61% | 58.23%-48.6pp | 49.45%-39.8pp | 551.85%-542.2pp |
| Employer contribution / active EE | $695 | $4,420-84.3% | $3,941-82.4% | $4,662-85.1% |
| Participant deferral / active EE | $2,011 | $8,459-76.2% | $8,090-75.1% | $6,690-69.9% |
| Admin fee / account holder | $4,284 | $9,698-55.8% | $7,904-45.8% | $13,392-68.0% |